-45.4%
COIN vs WM
-0.1%
-45.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.8% |
| 7D | -10.6% | -3.1% | -7.5% | -12.3% |
| 30D | +16.0% | -5.3% | +21.3% | +12.4% |
| 3M | +11.9% | -4.2% | +16.1% | +9.5% |
| 6M | -12.3% | -8.1% | -4.3% | -13.6% |
| YTD | -23.8% | -1.4% | -22.4% | -22.6% |
| 1Y | -45.4% | +0.2% | -45.6% | -42.7% |
| All | -45.4% | -0.1% | -45.3% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling